Broadcom May Become The Biggest Counterbalance To Nvidia
…And without the enormous profits it gets from both of these legacy software providers, it would have been hard pressed to have the patience to build a custom AI XPU business that…
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Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…quarters and so have profits. That said, Micron has had three record quarters of datacenter flash drive sales in a row, so this is helping boost revenue growth even if it might…
The Twin Engine Strategy That Propels AWS Is Working Well
…If profits get hard enough to come by, Amazon will use AI agents to do opportunistic firing. It is that simple. All we know for sure about modeling the future is that…
AI Servers Finally Dominate Dell’s Systems Business
…Even with its AI server business growing fast but counterbalancing the profits from sales of traditional, general purpose PowerEdge servers and PowerMax, PowerStore, and PowerScale storage and even with crazy price increases…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…They are selling lots of current generation products, and because of the high demand, they are also able to sell back generation products that are cheaper to make and more profitable at…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…If you look at Google’s revenue backlog growth against capex spending, you can see immediately that something has got to give: The wonder is that Google has not spent more, frankly…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…Wall Street is upset about that last bit where operating profits are not rising anywhere as fast for all of 2025 as they did in its final quarter. Hopefully the profitability curve…
How Sustainable Is This Crazy Server Spending?
…It is actually four quarters more of not giving any data to the public because the Q4 2023 data is inferred from growth rates when data was put out in Q4 2024…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…That’s five times the growth rate of Hopper.” As best we can figure, Huang is correctly counting (according to his own naming scheme for 2026 and beyond) GPU chiplets per socket…